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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,476 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,218 | $106,264+31.0% | $147,117-5.4% | $77,762+79.0% |
| Participation rate | 69.4% | 78.4%-9.0pp | 82.2%-12.7pp | 70.6%-1.1pp |
| Annual return | 19.38% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-11.9pp |
| Employer contribution / active EE | $7,019 | $4,074+72.3% | $4,932+42.3% | $2,728+157.3% |
| Participant deferral / active EE | $8,898 | $8,003+11.2% | $8,065+10.3% | $4,651+91.3% |
| Admin fee / account holder | $4 | $334-98.7% | $12,993-100.0% | $433-99.0% |